Reported 1 day ago
As 2025 begins, investor Matt Frankel highlights his intention to increase exposure to AI stocks, specifically Sea Limited and Applied Materials. Sea Limited performed exceptionally well in 2024 and shows significant growth potential, particularly in optimizing e-commerce with AI. Applied Materials is crucial for chip manufacturing, expected to benefit from the growing semiconductor market. Both companies present attractive investment opportunities as the AI landscape evolves.
Source: YAHOO